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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

74 hedge funds and large institutions have $178M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
36
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$96.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.62M
3
AWP
3
Abacus Wealth Partners
California
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.09M
5
FTUS
5
Flow Traders U.S.
New York
$1.32M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.48M
2
Creative Planning
2
Creative Planning
Kansas
$0
3
CWP
3
Concord Wealth Partners
Virginia
$1.51M
4
RCS
4
Retirement Capital Strategies
California
$836K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$874K +$31.7K +873 +4%
APP
27
Avantax Planning Partners
Iowa
$867K +$23.1K +637 +3%
Goldman Sachs
28
Goldman Sachs
New York
$860K +$860K +23,728 New
RCS
29
Retirement Capital Strategies
California
$836K -$664K -18,305 -44%
HA
30
Harborview Advisors
Maine
$717K +$68.9K +1,901 +11%
CCM
31
Coldstream Capital Management
Washington
$680K +$680K +18,760 New
Osaic Holdings
32
Osaic Holdings
Arizona
$631K +$185K +5,095 +41%
Lido Advisors
33
Lido Advisors
California
$578K +$335K +9,248 +138%
CI
34
CX Institutional
Indiana
$553K +$3.01K +83 +0.5%
CB
35
Commerce Bank
Missouri
$540K +$289K +7,970 +115%
AIP
36
Ameritas Investment Partners
Nebraska
$531K +$2.53K +70 +0.5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$510K +$510K +14,064 New
KOC
38
Koss-Olinger Consulting
Florida
$463K +$26.4K +728 +6%
RJA
39
Raymond James & Associates
Florida
$451K +$61.8K +1,704 +16%
KeyBank National Association
40
KeyBank National Association
Ohio
$424K +$158K +4,343 +59%
SB
41
Simmons Bank
Arkansas
$424K +$424K +11,688 New
APA
42
American Portfolios Advisors
New York
$393K -$184K -5,084 -32%
BWM
43
BerganKDV Wealth Management
Minnesota
$356K +$49.4K +1,363 +16%
AA
44
Addison Advisors
Vermont
$298K +$298K +8,227 New
DAS
45
Dynamic Advisor Solutions
Arizona
$281K +$281K +7,737 New
UB
46
UMB Bank
Missouri
$266K +$17.2K +476 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$265K +$16.5K +455 +7%
SFO
48
Stokes Family Office
Louisiana
$260K – – –
SAS
49
Sage Advisory Services
Texas
$260K +$260K +7,166 New
CWM
50
Chicago Wealth Management
Illinois
$258K +$16.6K +458 +7%
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